AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$359K
3
+$254K
4
CMCSA icon
Comcast
CMCSA
+$218K
5
CVS icon
CVS Health
CVS
+$217K

Top Sells

1
+$6.83M
2
+$6.56M
3
+$4.23M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.93M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.74M

Sector Composition

1 Technology 2.6%
2 Financials 2.55%
3 Energy 1.78%
4 Industrials 1.64%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K 0.01%
+431
277
$10K 0.01%
+105
278
$9.87K 0.01%
170
+55
279
$9.74K 0.01%
9,739
+4,894
280
$9.71K 0.01%
+99
281
$9.53K 0.01%
186
-1,092
282
$9.48K 0.01%
+80
283
$9.4K 0.01%
156
+52
284
$9.28K 0.01%
332
+72
285
$9.2K 0.01%
14
+2
286
$9.1K 0.01%
+149
287
$8.7K 0.01%
+136
288
$8.6K 0.01%
24
+11
289
$8.5K 0.01%
66
+10
290
$8.39K 0.01%
+300
291
$8.14K 0.01%
+48
292
$8.03K 0.01%
68
-13
293
$7.94K 0.01%
55
+6
294
$7.85K 0.01%
+256
295
$7.53K 0.01%
+256
296
$7.46K 0.01%
43
-8
297
$7.38K 0.01%
57
+10
298
$7.27K ﹤0.01%
+46
299
$7.27K ﹤0.01%
+35
300
$7.2K ﹤0.01%
28
+2
10 11
12
13 14